Use a Recommendation Rule to filter the universe of recommendable content to ensure that an email contains the proper recommendations that are consistent with the email topic.

To create a new Recommendation Rule, mouse over the Maropost logo in the top left hand corner of the screen and select “Web” from the main menu.  Once in the Web module, select Web Tracking >> Web Sites to display the web sites index page.  Click on the name of the web site that you have implemented web tracking.  Then select Web Tracking >> New Recommendation from the menu bar.

Step 1: Recommendation Settings

  • Recommendation Name – Provide a user-friendly name for this Recommendation Rule
  • Tag Name – The tag name you assign to this recommendation rule will be the one you reference in the body of your email using Liquid script to display the actual recommended content in the body of the email.
  • Minimum Pages – Enter a number that specifies the minimum number of recommended content for any given contact.  If the recommended content for a contact is less than this number, then the email for this contact will only contain that which you have specified as the default content.  Be careful to not set too high of a number otherwise it will increase the likelihood that many contacts will only see the default content.
  • Maximum Pages – Enter a number that specified that maximum number of recommended content for any given contact.  Be careful to not set too high of a number just in case the Recommendation Engine determines many many recommendable content for a given contact.
  • Default Recommendations – Enter the URL of the default web page that will be included in the body of an email in the case where (1) a contact does not have any recommendable content, or (2) the recommendable content is below the minimum threshold.
  • Add More – click this button if you want to have more than one web page as the default content.

Click the Next button to proceed to Step 2.

Step 2: Recommendation Filters

Recommendation Filters has a similar user interface to that of Segmentation.  By default, each rule is joined by an AND condition.  Change the filter option to “select pages which match one or more of the rules described below” to change the join to an OR condition.

  • Included keyword – Enter a keyword from your web site’s “Keywords” HTML <meta> tag.  The keyword you enter here will be used to select recommendable content that includes this keyword.  This is the filter rule you will use most often to select for content that is topically similar to that of an email.If your web site is tagged with additional types of HTML <meta> tags (e.g. OpenGraph meta tags), you can create Custom Tags and they will be added to the filter options.
  • Excluded keyword – Enter a keyword from your web site’s “Keywords” HTML <meta> tag.  The keyword you enter here will be used to exclude content that includes this keyword from the recommendation.
  • Description – The string you enter here is from your web site’s “Description” HTML <meta> tag.  Use it to filter the recommendable content to pages that have similarities in their descriptions.
  • Title – The string you enter here is from your web site’s HTML <title> tag.  Use it to filter the recommendable content to pages that have similarities in their titles.
  • URL – Use this option if you want to filter the recommendable content for pages having similar patterns of their URLs.

Step 3:  Recommendation Weight

This step is purely optional.  Use it to introduce a bias toward particular recommended content.  It is particularly helpful in the case where your filter rules may result in a large selection of recommendable content for any given contact but that content may not be necessarily relevant to the topic of the email.  Adding a weighting factor to one or more keywords will help to ensure that topically relevant content will be recommended to an individual.

Step 4: Recommendation Type

Select the types of pages that will be included in the recommended content

  • Based on each contact’s own page view (default) – this option selects recommended content that best matches the contact’s own page view history.
  • Based on other contacts’ page views who are similar to each contact – this option selects recommended content that best matches other contacts’ page view histories that most closely match the contact’s own history.  This option is similar to the “Others who viewed this item also viewed” recommendations feature seen on many ecommerce sites.
  • Feed Tags – the tags you select here will be included as attributes in the personalized content feed.  You will use Liquid script to merge the content feed with the HTML code of the email content just like with static content feeds.

    If you have added Custom Tags, then they will be displayed here.  Select the custom tag so that it will be included in the personalized content feed and displayed in the body of your email.